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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Applied Finance Capital Management
1876
Applied Finance Capital Management
Puerto Rico
$920M +$37.1M +4% 1.87% 90.4% 75 2.67% 0.7
Mount Yale Investment Advisors
1877
Mount Yale Investment Advisors
Colorado
$920M -$24.4M -3% 3.89% 81.9% 517 11.03% 2.4
Next Century Growth Investors
1878
Next Century Growth Investors
Minnesota
$920M -$118M -11% 6.89% 447% 119 17.65% 2.5
Desjardins Global Asset Management
1879
Desjardins Global Asset Management
Quebec, Canada
$919M +$51.2M +6% 3.92% – 727 19.39% 1.1
Lutz Financial Services
1880
Lutz Financial Services
Nebraska
$918M -$11.5M -1% 3.75% 35.3% 82 2.44% 3.5
Kiwi Wealth Investments Limited Partnership
1881
Kiwi Wealth Investments Limited Partnership
New Zealand
$918M -$700M -43% 2.89% 28.5% 202 87.62% 2.5
Eagle Ridge Investment Management
1882
Eagle Ridge Investment Management
Connecticut
$917M -$35.4M -4% 3.19% 28.2% 155 10.97% 4.8
Armstrong Advisory Group
1883
Armstrong Advisory Group
Massachusetts
$916M -$25.9M -3% 4% 55.6% 883 14.72% 0.6
Kontiki Capital Management (HK)
1884
Kontiki Capital Management (HK)
Hong Kong
$916M -$85.9M -9% 9.39% 90.6% 8 25% 2.8
Nationwide Fund Advisors
1885
Nationwide Fund Advisors
Ohio
$915M -$56.2M -6% 5.58% 28.3% 5 0% 3.2
Nitorum Capital
1886
Nitorum Capital
New York
$915M -$74.4M -8% 3.66% 87.1% 29 13.79% 3.3
Philosophy Capital Management
1887
Philosophy Capital Management
California
$915M -$321M -26% 5.49% 77.5% 42 45.24% 0.8
Invictus Private Wealth
1888
Invictus Private Wealth
Colorado
$914M -$13.1M -1% 3.07% 84.2% 94 9.57% 0.7
Bell Bank
1889
Bell Bank
North Dakota
$914M -$29.9M -3% 2.43% 71% 195 12.82% 4.6
Vivo Capital
1890
Vivo Capital
California
$913M -$536M -37% 47.9% 7,491% 56 19.64% 1.8
Livforsakringsbolaget Skandia
1891
Livforsakringsbolaget Skandia
Sweden
$911M -$52.8M -5% 2.29% 181% 595 5.71% 6.8
First Financial Bank - Trust Division
1892
First Financial Bank - Trust Division
Ohio
$911M -$47.5M -5% 3.91% 68.6% 201 5.47% 6.6
NBC Securities
1893
NBC Securities
Alabama
$910M – – 3.72% 93.1% 2,196 – 0
Abrams Bison Investments
1894
Abrams Bison Investments
Maryland
$910M -$87.2M -9% 3.47% 170% 12 8.33% 1.7
Easterly Investment Partners
1895
Easterly Investment Partners
Massachusetts
$909M -$221M -20% 1.4% 57.6% 208 16.83% 1.7
Stonebridge Capital Advisors
1896
Stonebridge Capital Advisors
Minnesota
$908M -$32.8M -3% 3.87% 80.1% 1,017 17.7% 2.8
Cahaba Wealth Management
1897
Cahaba Wealth Management
Georgia
$908M -$17.3M -2% 3.67% 48.7% 153 10.46% 3.1
Provident Investment Management
1898
Provident Investment Management
Michigan
$907M -$37.8M -4% 5.76% 90.8% 79 13.92% 3.9
TCV Trust & Wealth Management
1899
TCV Trust & Wealth Management
Virginia
$907M -$33.3M -4% 3.19% 75.3% 196 8.67% 6.4
Jaffetilchin Investment Partners
1900
Jaffetilchin Investment Partners
Florida
$907M -$41.3M -4% 2.99% 88.1% 387 20.41% 2.7